Investment Management
Investment Management
Dynamic Diversification
For many investors, diversification typically involves holding a mix of traditional securities like stocks, bonds, ETFs and mutual funds to spread risk and boost returns. This asset mix follows a '60/40' model. At Newport, we take a unique approach.
Our investment universe spans various asset categories, and our dynamic asset allocation involves reallocating capital based on market conditions. Unlike traders, our moves are deliberate and incremental, yet impactful over time.
Independent Thinking
Our Investment Committee—13 seasoned professionals with an average of 27 years of experience—brings diverse perspectives to every decision. With an open-architecture platform, we embrace opportunities in often-overlooked sectors while stepping away from overvalued areas. We value diverse opinions, fostering creativity and rigorous debates to ensure only the best ideas shape our investment decisions.
Accessing Global Expertise
Relationships matter. Newport partners with top institutional managers worldwide, leveraging our track record and industry reputation to access premium opportunities. This allows us to participate in investment ideas that are not typically available to most firms or individuals. With $6 billion in entrusted capital, our scale unlocks opportunities reserved for larger institutions while capturing smaller under-the-radar investments opportunities to have meaningful impact on returns.
Accessing Global Expertise
Relationships matter. Newport partners with top institutional managers worldwide, leveraging our track record and industry reputation to access premium opportunities. This allows us to participate in investment ideas that are not typically available to most firms or individuals. With $6 billion in entrusted capital, our scale unlocks opportunities reserved for larger institutions while capturing smaller under-the-radar investments opportunities to have meaningful impact on returns.
We Invest Alongside Our Clients
We established Newport as a platform for investing our own capital and welcomed clients to join us. Our investment strategy emphasizes alignment and minimizes conflicts of interest. We hold third-party specialists to the same standard, choosing those who share our values and investment philosophy. We've declined opportunities where alignment was lacking, prioritizing this fundamental but often overlooked principle. When specialists fall short of expected risk-adjusted returns, our independence ensures we can make objective, proactive changes.
We Invest Alongside Our Clients
We established Newport as a platform for investing our own capital and welcomed clients to join us. Our investment strategy emphasizes alignment and minimizes conflicts of interest. We hold third-party specialists to the same standard, choosing those who share our values and investment philosophy. We've declined opportunities where alignment was lacking, prioritizing this fundamental but often overlooked principle. When specialists fall short of expected risk-adjusted returns, our independence ensures we can make objective, proactive changes.
Is Newport right for you?
Newport is designed for individuals and families with $1 million or more in investable assets who are seeking a more disciplined and strategic approach to managing their wealth. We work with those who value long-term thinking, personalized advice, and a relationship built on trust and alignment.
If our philosophy reflects what you’re looking for, we invite you to take the next step.
We also offer a dedicated service—Lonsdale Portfolios—for those with $300,000 or more to invest, delivered through a streamlined and accessible platform within Newport Private Wealth.
Is Newport right for you?
Newport is designed for individuals and families with $1 million or more in investable assets who are seeking a more disciplined and strategic approach to managing their wealth. We work with those who value long-term thinking, personalized advice, and a relationship built on trust and alignment.
If our philosophy reflects what you’re looking for, we invite you to take the next step.
We also offer a dedicated service—Lonsdale Portfolios—for those with $300,000 or more to invest, delivered through a streamlined and accessible platform within Newport Private Wealth.